How a sales organization automated CRM updates and improved data quality by 90%
A rapidly growing sales team struggled with incomplete and outdated CRM data. Reps resisted manual data entry, leading to poor pipeline visibility, inaccurate forecasting, and missed opportunities.
They built conversational workflows that automatically collected and updated CRM data through natural conversations with customers and prospects. Reps simply shared a link, and DialogFlow handled the rest.
Created conversational forms for customer profile updates
Built post-meeting follow-up flows to capture meeting notes
Integrated directly with Salesforce to sync data in real-time
Set up automated reminders for periodic data refresh
Added validation rules to ensure data quality
92%
Data Completeness
CRM records complete
400hrs
Time Saved
Per month team-wide
+65%
Forecast Accuracy
Pipeline prediction
-85%
Data Entry
Manual work reduced
78%
Response Rate
Customer participation
$1.2M
Revenue Impact
Recovered opportunities
“Our CRM went from being a data graveyard to our single source of truth. Reps love it because they're not doing manual data entry anymore, and leadership loves it because we finally have accurate pipeline visibility.”
Amanda Johnson
VP of Sales Operations, CloudTech Solutions
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